Information technology or IT is a dominant theme in the economy of the 2020s. If your portfolio doesn’t have enough exposure ...

Many of the richest people in American have relocated to Florida, known for its lack of income taxes. Among the billionaire ...

My father left a life estate for my 85-year-old stepmother. The current market value is about $10 million. He used a crappy lawyer to set up a very boilerplate trust agreement and, because the ...

By Quentin Fottrell 'I feel like I'm fiddling while Wall Street burns' Dear Quentin, It looks like a recession is on the horizon. Surely the time has come to take action. I've not ...

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional ...

REITs are a popular income generation selection for retirees and income based investors, but not all REIT industries are ...

Mercer Advisors’ Kara Duckworth explains why women shouldn’t be considered a “niche” market in wealth management even if they ...

Summit Wealth Group, a $2.1 billion firm with 25 advisors in five states, has left Commonwealth Financial Network to launch its own registered investment advisor firm on the SEI platform.

To supercharge your wealth while keeping Uncle Sam at bay, let’s chat about separately managed accounts inside private ...

Wintrust, which ranks fourth on Crain’s annual list of the Chicago area's biggest banks, said it was committed to growing its ...

Citizens sharpens its leadership focus with a key promotion and a planned CFO transition as it advances its growth strategy.

Within 10 years, artificial intelligence is expected to learn how to identify asset correlations that human analysts can ...